Tradition Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-291
| Closed | -$23K | – | 956 |
|
|
2023
Q4 | $23K | Buy |
291
+10
| +4% | +$790 | ﹤0.01% | 801 |
|
|
2023
Q3 | $20K | Buy |
281
+2
| +0.7% | +$142 | ﹤0.01% | 846 |
|
|
2023
Q2 | $21K | Buy |
279
+2
| +0.7% | +$151 | ﹤0.01% | 868 |
|
|
2023
Q1 | $21K | Sell |
277
-25
| -8% | -$1.9K | ﹤0.01% | 823 |
|
|
2022
Q4 | $25K | Buy |
302
+30
| +11% | +$2.48K | ﹤0.01% | 699 |
|
|
2022
Q3 | $20K | Buy |
272
+5
| +2% | +$368 | ﹤0.01% | 764 |
|
|
2022
Q2 | $18K | Buy |
267
+2
| +0.8% | +$135 | ﹤0.01% | 666 |
|
|
2022
Q1 | $19K | Buy |
265
+3
| +1% | +$215 | ﹤0.01% | 730 |
|
|
2021
Q4 | $19K | Buy |
262
+2
| +0.8% | +$145 | ﹤0.01% | 748 |
|
|
2021
Q3 | $17K | Buy |
260
+2
| +0.8% | +$131 | ﹤0.01% | 768 |
|
|
2021
Q2 | $16K | Buy |
258
+2
| +0.8% | +$124 | ﹤0.01% | 815 |
|
|
2021
Q1 | $15K | Buy |
256
+1
| +0.4% | +$59 | ﹤0.01% | 694 |
|
|
2020
Q4 | $13K | Buy |
+255
| New | +$13K | ﹤0.01% | 673 |
|